WBH Advisory’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

WBH Advisory’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.19M	Sell	2,546 -17	-0.7%	-$8.23K	0.09%	152
2025 Q4	$1.23M	Buy	2,563 +202	+9%	+$95.6K	0.09%	144
2025 Q3	$1.09M	Buy	2,361 +2	+0.1%	+$901	0.08%	166
2025 Q2	$1.04M	Sell	2,359 -1,098	-32%	-$456K	0.09%	158
2025 Q1	$1.45M	Buy	3,457 +153	+5%	+$66.2K	0.14%	116
2024 Q4	$1.41M	Buy	3,304 +42	+1%	+$18.2K	0.13%	118
2024 Q3	$1.38M	Buy	3,262 +1,057	+48%	+$429K	0.13%	121
2024 Q2	$862K	Buy	2,205 +3	+0.1%	+$1.17K	0.09%	161
2024 Q1	$876K	Buy	2,202 +1	+0%	+$385	0.09%	163
2023 Q4	$829K	Sell	2,201 -97	-4%	-$33.9K	0.09%	165
2023 Q3	$770K	Buy	2,298 +171	+8%	+$59.3K	0.09%	160
2023 Q2	$731K	Buy	2,127 +2	+0.1%	+$673	0.09%	170
2023 Q1	$707K	Buy	+2,125	New	+$706K	0.09%	172
2022 Q3	$521K	Buy	1,814 +1	+0.1%	+$318	0.08%	192
2022 Q2	$565K	Buy	1,813 +2	+0.1%	+$654	0.08%	191
2022 Q1	$614K	Sell	1,811 -98	-5%	-$34K	0.08%	197
2021 Q4	$694K	Buy	1,909 +2	+0.1%	+$711	0.08%	190
2021 Q3	$645K	Buy	1,907 +1	+0.1%	+$349	0.09%	182
2021 Q2	$670K	Sell	1,906 -50	-3%	-$17.1K	0.1%	153
2021 Q1	$646K	Buy	1,956 +52	+3%	+$16.4K	0.1%	155
2020 Q4	$594K	Buy	1,904 +23	+1%	+$6.69K	0.1%	154
2020 Q3	$522K	Sell	1,881 -33	-2%	-$9.02K	0.11%	155
2020 Q2	$493K	Sell	1,914 -92	-5%	-$22.6K	0.12%	151
2020 Q1	$439	Buy	2,006 +78	+4%	+$20.7K	0.1%	146
2019 Q4	$549K	Sell	1,928 -359	-16%	-$98.9K	0.11%	148
2019 Q3	$615K	Buy	2,287 +4	+0.2%	+$1.07K	0.14%	134
2019 Q2	$607K	Sell	2,283 -246	-10%	-$64.2K	0.14%	134
2019 Q1	$655K	Buy	2,529 +151	+6%	+$38K	0.16%	130
2018 Q4	$554	Buy	2,378 +870	+58%	+$217K	0.13%	133
2018 Q3	$398K	Buy	1,508 +8	+0.5%	+$2.05K	0.1%	174
2018 Q2	$364K	Buy	1,500 +120	+9%	+$29.5K	0.09%	173
2018 Q1	$333K	Buy	+1,380	New	+$347K	0.09%	180

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WBH Advisory's DIA Position: Q1 2026 in Review

WBH Advisory reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.66% in Q1 2026, selling an estimated $8.23K and leaving 2,546 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #152.

WBH Advisory first reported a position in DIA in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.45M in Q1 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

WBH Advisory held 2,546 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.19M as of Q1 2026.
WBH Advisory sold 17 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $8.23K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.09% of WBH Advisory's portfolio in Q1 2026, its #152 holding.
WBH Advisory first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and has held it in 32 quarters since.
WBH Advisory's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.45M in Q1 2025.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.